Create Branches

Overview

The Create Branches screen allows you to create and edit Branch Setups. Name, Address, Company logo, Defaults, and Terms & Conditions can all be set by branch.

Detail

Creation and Navigation

To Create or Cycle through your Branches, you will use the Green + and the Blue Arrows.

Open

Green + and Blue Arrows

Screen Overview

Open

Header Fields

• Branch – This will be the Branch Number throughout the system. It is an Alpha-Numeric field (letters and numbers allowed)

• Company Name – The Company name of the Branch

• External Name – (Optional) This will be the name on your documents. It will override the Company name

• Address 1 – The Branch’s Address

• Address 2 – Branch's extended address i.e. room number

• City – Branch's city

• State – Branch's State

• Zip – Branch's Zip

• Phone – Branch’s Phone number

• Fax – Branch’s Fax number

• Fed. ID. Number – Federal Identification number for the Branch

• Print Company Addresses: - Checkboxes to select which documents use the Branch Address

  • On Invoice – Have Branch Address print on Invoice

  • On PO – Have Branch Address print on PO

  • On Statement – Have Branch Address print on Statement

• Company Logo – Hit F9 or enter the logo name. For the logo setup guide, see Company Logo Setup

G/L Defaults tab

• Default Branch Inventory Values – These fields set the default for items used for this branch

  • Buyer – The default Buyer for this branch

  • Inventory G/L – The default Inventory G/L for this branch. Leaving blank will use system default

  • Accrual G/L – The default Accrual G/L for this branch. Leaving blank will use system default

  • Sales G/L – The default Sales G/L for this branch. Leaving blank will use system default

  • Cost G/L – The default Cost G/L for this branch. Leaving blank will use system default

  • Phys VAR G/L – The default Inventory G/L for this branch. Leaving blank will use system default

  • XFER G/L – The default Cost G/L for this branch. Leaving blank will use system default

  • Default Warehouse – The warehouse that will be used for this branch by default

• Default AR Balance Sheet Items – These fields set the default used in A/R for this branch

  • Default Bank – The default Bank for this Branch

  • Accts Receivable – The A/R GL account for this Branch. Leaving blank will use system default

  • Order Deposit – The Order Deposit GL account for this Branch. Leaving blank will use system default

  • Restock Item – The item used for Restock Charges on returns. Leaving blank will use system default

  • Undeposited Funds – The Undeposited Funds Account for this Branch. Leaving blank will use system default

• Default AP Balance Sheet Items – These fields set the default used in A/P for this branch

  • Accts Payable – The A/P GL account for this Branch. Leaving blank will use system default

  • Prepaid PO – The Prepaid PO GL account for this Branch. Leaving blank will use system default

  • AP Discount G/L – The AP Discount GL account for this Branch. Leaving blank will use system default

  • AP - PO Variance – The PO Variance GL Account for this Branch. Leaving blank will use system default

• InterCompany G/L – GL account for Inter-Company transactions

• Default Project Type – The Project Type used by default for this branch

• Misc Balance Sheet – These fields set the defaults used for the Balance Sheet

  • Retained Earnings – The Retained Earnings GL Account for this Branch. Leaving blank will use system default

  • Net Income – The Net Income GL Account for this Branch. Leaving blank will use system default

  • Default Due From – The Due From GL Account for this Branch. Leaving blank will use system default

  • Default Due To – The Due To GL Account for this Branch. Leaving blank will use system default

• Order Entry Defaults – These fields set the default used in Order Entry for this branch

  • Freight Account – The Freight GL Account for this Branch. Leaving blank will use system default

  • Freight Insurance – The Freight Insurance GL Account for this Branch. Leaving blank will use system default

  • Install Account – The Install GL Account for this Branch. Leaving blank will use system default

  • Comm Accrual G/L – The Commission Accrual GL Account for this Branch. Leaving blank will use system default

  • Comm Exp G/L – The Commission Expense GL Account for this Branch. Leaving blank will use system default

• Purchasing Defaults – These fields set the default used in Purchasing for this branch

  • Vendor RMA G/L – The Vendor RMA GL Account for this Branch. Leaving blank will use system default

  • PO Default Shipto – The default Ship To for POs. Leaving blank will use system default

  • PO Default Shipvia – The default Ship Via for POs. Leaving blank will use system default

• Auto-Numbering – These fields set the next Customer/Vendor No.

  • Next Customer No. – The next Customer number that will be created for this Branch. Leaving blank will use system default

  • Next Vendor No. – The next Vendor number that will be created for this Branch. Leaving blank will use system default

Terms Conditions

Terms and Conditions tab is where you will set all the legal mumbo jumbo that you would like to show as boilerplate text on a document, specific to the selected branch.

• Invoice Terms and Conditions - Terms & Conditions on Invoices for the Branch

• Quote Terms and Conditions - Terms & Conditions on Quotes for the Branch

• Pick Ticket Terms and Conditions - Terms & Conditions on Pick Tickets for the Branch

• Purchase Order Terms and Conditions - Terms & Conditions on POs for the Branch

• Packing Slip Terms and Conditions - Terms & Conditions on Packing Slips for the Branch